Insulet’s (PODD) “Neutral” Rating Reaffirmed at JPMorgan Chase & Co.

Insulet (NASDAQ:PODD)‘s stock had its “neutral” rating reiterated by equities research analysts at JPMorgan Chase & Co. in a note issued to investors on Thursday,Benzinga reports. They currently have a $152.00 price objective on the medical instruments supplier’s stock, down from their previous price objective of $275.00. JPMorgan Chase & Co.‘s target price points to a potential upside of 14.06% from the stock’s previous close.

A number of other research firms have also recently commented on PODD. Jefferies Financial Group lowered their price target on Insulet from $400.00 to $360.00 in a report on Thursday, May 7th. Wells Fargo & Company lowered shares of Insulet from an “overweight” rating to an “equal weight” rating and cut their price objective for the company from $255.00 to $144.00 in a report on Wednesday. UBS Group cut shares of Insulet from a “buy” rating to a “neutral” rating and set a $174.00 price objective on the stock. in a research report on Tuesday, July 28th. Wall Street Zen upgraded shares of Insulet from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 1st. Finally, Barclays cut their target price on shares of Insulet from $286.00 to $198.00 and set an “underweight” rating for the company in a research note on Thursday, May 7th. Fifteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $212.58.

Insulet Trading Down 20.1%

Shares of Insulet stock opened at $133.26 on Thursday. Insulet has a fifty-two week low of $126.40 and a fifty-two week high of $354.88. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.81 and a current ratio of 2.49. The company has a market capitalization of $9.23 billion, a P/E ratio of 30.99, a P/E/G ratio of 1.16 and a beta of 1.10. The company has a fifty day moving average of $155.56 and a 200 day moving average of $195.01.

Insulet (NASDAQ:PODD) last posted its quarterly earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 EPS for the quarter, beating analysts’ consensus estimates of $1.47 by $0.19. The business had revenue of $801.70 million for the quarter, compared to analysts’ expectations of $787.39 million. Insulet had a return on equity of 26.87% and a net margin of 10.44%.The business’s quarterly revenue was up 23.5% on a year-over-year basis. During the same period last year, the firm earned $1.17 earnings per share. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, sell-side analysts anticipate that Insulet will post 6.45 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, Director Timothy C. Stonesifer acquired 2,790 shares of Insulet stock in a transaction on Wednesday, June 3rd. The shares were acquired at an average price of $143.51 per share, with a total value of $400,392.90. Following the purchase, the director directly owned 9,041 shares in the company, valued at $1,297,473.91. The trade was a 44.63% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.36% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of PODD. Larson Financial Group LLC raised its position in shares of Insulet by 114.6% during the 4th quarter. Larson Financial Group LLC now owns 88 shares of the medical instruments supplier’s stock valued at $25,000 after buying an additional 47 shares in the last quarter. University of Texas Texas AM Investment Management Co. bought a new position in shares of Insulet during the 4th quarter valued at approximately $26,000. DV Equities LLC bought a new position in shares of Insulet during the 4th quarter valued at approximately $28,000. Elyxium Wealth LLC purchased a new stake in Insulet during the 4th quarter valued at $28,000. Finally, Mcguire Capital Advisors Inc. purchased a new stake in Insulet during the 4th quarter valued at $29,000.

Insulet News Roundup

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Q2 results exceeded expectations. Insulet reported adjusted earnings of $1.66 per share versus the $1.47 consensus estimate, while revenue rose 23.5% year over year to $801.7 million, topping expectations of $787.4 million. The company also highlighted continued growth in its Omnipod business. Insulet Beats Q2 Earnings and Revenue Estimates
• Neutral Sentiment: Management said the broader growth outlook remains intact, but Type 2 patient adoption is being reset. The earnings call indicated that some Type 2 diabetes users discontinued Omnipod before 90 days, creating uncertainty around near-term customer retention and future expansion. Insulet Earnings Call: Growth Intact Amid Type 2 Reset
• Negative Sentiment: Insulet lowered its outlook. Full-year 2026 revenue guidance was reduced to approximately $3.2 billion-$3.3 billion, below the roughly $3.3 billion analyst expectation. Third-quarter revenue guidance of $829.9 million-$844.0 million also trailed the $846.3 million consensus, reflecting slower U.S. insulin-pump sales. Insulet Cuts Sales Growth Forecast
• Negative Sentiment: Oppenheimer downgraded PODD from “outperform” to “market perform,” adding pressure after the guidance reduction and concerns about demand trends.
• Negative Sentiment: Multiple law firms are promoting a securities-fraud class action. The lawsuit alleges that Insulet and certain executives made misleading statements about manufacturing quality and product safety before two Omnipod medical-device corrections. Investors purchased during the alleged class period may seek lead-plaintiff status by August 31, 2026. The allegations have not been proven, but the litigation adds reputational, legal and potential financial risk. Insulet Investor Alert

Insulet Company Profile

Insulet Corporation is a medical device company headquartered in Acton, Massachusetts, that develops, manufactures and sells insulin-delivery systems for people with diabetes. The company’s core business is the design and commercialization of its Omnipod family of tubeless, wearable insulin pumps and the consumable Pods that deliver insulin. Insulet’s products aim to simplify insulin delivery for people with type 1 diabetes and insulin-requiring type 2 diabetes by offering an alternative to traditional insulin pens and tethered pump systems.

The company’s product portfolio includes the Omnipod System line—disposable, waterproof Pods that adhere to the skin and deliver insulin—and the associated controllers and mobile applications used to program and monitor insulin delivery.